Agent Operations Guide

Agent Panel User Guide

A practical guide for agents to create transfer requests, manage vehicle and driver operations, track finance and control customer communication.

Scope
Travel agencies, sales teams and agent operation users.
Panel
agent.viptigo.com
Menus
Dashboard Requests Reviews Vehicles Drivers Finance Notifications My Profile

1. Login and Dashboard

The dashboard is the daily operation starting point for requests, payments, assignments and notifications.

  • Use the agent account to sign in; language and theme are stored per user.
  • Follow pending payment, pending assignment, active and completed requests separately.
  • Review notifications for new requests, status changes, payments and system alerts.

2. Request Management

The Requests page is the central operation screen with search, filters, column visibility and detailed view.

  • Track creation date, reservation date, request type, passenger, phone, passenger count, route, amount and status.
  • Use search and filters together; total and filtered counters are shown at the top.
  • Open details to inspect passenger, location, vehicle, price, parties, history and reviews.
  • Use print when an operation sheet is needed.

3. Creating Requests

Complete data is required for vehicle matching and payment accuracy.

  • Select pickup and drop-off with Google place data.
  • Enter reservation date, passenger count, vehicle type, currency and contact data correctly.
  • Phone number must include country code.
  • Check price and selected currency before saving.

4. Vehicle Assignment and Status

The assignment modal lists suitable vehicles and explains why a vehicle is not suitable when necessary.

  • Availability checks vehicle type, capacity, work plan, blocked times, coverage and conflicts.
  • Trip start is limited by the admin-defined minutes-before-reservation setting.
  • Cancellation reasons should be entered for operation tracking.

5. Payment and Finance

Payment fields and payout records are used for operational accounting.

  • Check payable amount, received currency, received amount, exchange rate and description.
  • Payout tracks agent earnings and payment status.
  • Wallet, payment and points records should be read with request history.

6. Vehicles and Drivers

Vehicle and driver records define available operation capacity.

  • Keep plate, brand, model, vehicle type, capacity and images current.
  • Use work plan, blocked times and coverage screens to control availability.
  • Driver name, country code, phone and active status must be correct.

7. Reviews, Notifications and Profile

Reviews support quality control; notifications support operation follow-up.

  • Review low-rated trips after operation.
  • Notifications can use in-app, email, SMS and push channels depending on system configuration.
  • Keep profile, contact and password information current.

Critical Notes

  • If no vehicle is suitable, check capacity, work hours, blocked times, coverage and conflicts first.
  • Trip start before the configured time window is rejected by the system.
  • Wrong passenger phone data breaks SMS completion code delivery.

This guide is based on the actual panel menus, request screens, vehicle/work plan, finance and notification flows. Prepared from the current operation flow.